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| Name: |
AFT, FORSYTH & COMPANY, INC. |
| City: |
PALM BEACH |
| State: |
FL |
| Zip: |
33480 |
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data |
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| Holdings
Found :
23 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWO |
iShares Russell 2000 Growth |
38 |
- |
$259.92 |
$1,193,000 |
4,407 |
0.68% |
82,000 |
0 |
0.011 |
Closed - End Fund - E... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
47 |
- |
$204.31 |
$920,000 |
4,376 |
0.52% |
42,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SO |
Southern Co |
49 |
- |
$78.14 |
$861,000 |
11,998 |
0.49% |
20,000 |
0 |
0.001 |
Electric Utilities |
|
|
CMG |
Chipotle Mexican Grill Inc |
57 |
- |
$3,239.23 |
$730,000 |
251 |
0.42% |
156,000 |
0 |
0.001 |
Restaurants |
|
|
CAVA |
Cava Group, Inc. |
70 |
- |
$79.07 |
$602,000 |
8,600 |
0.34% |
232,000 |
0 |
0.008 |
N/A |
|
|
IT |
Gartner Inc |
74 |
- |
$439.27 |
$577,000 |
1,210 |
0.33% |
31,000 |
0 |
0.001 |
Management Services |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
79 |
- |
$45.99 |
$546,000 |
11,750 |
0.31% |
-6,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
ADP |
Automatic Data Processing Inc |
81 |
- |
$246.86 |
$540,000 |
2,161 |
0.31% |
37,000 |
0 |
0.001 |
Business Software & S... |
|
|
UNP |
Union Pacific Corp |
84 |
- |
$247.40 |
$481,000 |
1,954 |
0.27% |
1,000 |
0 |
0 |
Railroads |
|
|
ABT |
Abbott Laboratories |
86 |
- |
$104.74 |
$476,000 |
4,184 |
0.27% |
15,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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ONON |
On Holding AG |
87 |
- |
$30.40 |
$469,000 |
13,250 |
0.27% |
112,000 |
0 |
0.004 |
N/A |
|
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NVO |
Novo Nordisk A/S (ADR) |
94 |
- |
$128.42 |
$401,000 |
3,125 |
0.23% |
78,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
HSY |
Hershey Foods Corp |
103 |
- |
$204.78 |
$343,000 |
1,765 |
0.2% |
14,000 |
0 |
0.001 |
Confectioners |
|
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CVX |
Chevron Corp |
104 |
- |
$165.82 |
$342,000 |
2,169 |
0.19% |
18,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
107 |
- |
$149.26 |
$318,000 |
2,340 |
0.18% |
75,000 |
0 |
0 |
Semiconductor - Integ... |
|
|
AFL |
AFLAC Inc |
109 |
- |
$86.08 |
$316,000 |
3,675 |
0.18% |
13,000 |
0 |
0.001 |
Life & Health Insurance |
|
|
OEF |
iShares S&P 100 Index |
112 |
- |
$247.84 |
$299,000 |
1,210 |
0.17% |
29,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
116 |
- |
$151.92 |
$295,000 |
1,632 |
0.17% |
54,000 |
0 |
0 |
Semiconductor- Broad... |
|
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VEA |
Vanguard Europe Pacific ETF |
121 |
- |
$49.56 |
$261,000 |
5,200 |
0.15% |
12,000 |
0 |
0 |
Closed - End Fund - F... |
|
|
FPE |
First Trust Preferred Secur... |
124 |
- |
$17.23 |
$243,000 |
14,019 |
0.14% |
7,000 |
0 |
0.005 |
N/A |
|
|
SHW |
Sherwin Williams Co |
125 |
- |
$320.86 |
$240,000 |
690 |
0.14% |
25,000 |
0 |
0 |
General Building Mate... |
|
|
MS |
Morgan Stanley |
129 |
- |
$98.28 |
$234,000 |
2,485 |
0.13% |
2,000 |
0 |
0 |
Investment Brokerage ... |
|
|
MDLZ |
Mondelez International Inc |
137 |
- |
$71.20 |
$201,000 |
2,867 |
0.11% |
-7,000 |
0 |
0 |
Food - Major Diversified |
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